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Burns Surveying LLC v. Robert H. Burns and Jacob G. Pleasant - Malpractice Case

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Summary

The Texas Court of Appeals reversed a lower court's decision, dismissing claims against Burns Surveying LLC. The dismissal was based on the plaintiffs' failure to file a required certificate of merit contemporaneously with their initial petition, as mandated by Texas Civil Practice and Remedies Code § 150.002.

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What changed

The Texas Court of Appeals, in the case of Burns Surveying LLC v. Robert H. Burns and Jacob G. Pleasant, reversed a trial court's denial of a motion to dismiss. The appellate court found that the appellees, Burns and Pleasant, failed to comply with Texas Civil Practice and Remedies Code § 150.002, which requires a certificate of merit to be filed contemporaneously with a petition in cases involving professional services. The court determined that the appellees' revived claims, filed after an initial dismissal for this very reason, were still subject to dismissal under the statute.

This ruling means that the claims brought by Burns and Pleasant against Burns Surveying LLC have been dismissed. Regulated entities, particularly professional land surveyors and other licensed professionals in Texas, must ensure strict adherence to the certificate of merit requirement when facing malpractice claims. Failure to do so can result in the dismissal of their claims, as demonstrated in this case. Compliance officers should review their internal procedures for handling such litigation to ensure all procedural requirements are met promptly.

What to do next

  1. Ensure all malpractice claims filed against licensed professionals in Texas include a certificate of merit contemporaneously with the initial petition.
  2. Review internal legal processes to confirm compliance with Texas Civil Practice and Remedies Code § 150.002.

Archived snapshot

Mar 25, 2026

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March 20, 2026 Get Citation Alerts Download PDF Add Note

Burns Surveying LLC v. Robert H. Burns and Jacob G. Pleasant

Texas Court of Appeals, 6th District (Texarkana)

Disposition

Reversed & Rendered

Lead Opinion

In the
Court of Appeals
Sixth Appellate District of Texas at Texarkana

No. 06-25-00092-CV

BURNS SURVEYING LLC, Appellant

V.

ROBERT H. BURNS AND JACOB G. PLEASANT, Appellees

On Appeal from the 336th District Court
Fannin County, Texas
Trial Court No. CV-24-46771

Before Stevens, C.J., van Cleef and Rambin, JJ.
Memorandum Opinion by Chief Justice Stevens
MEMORANDUM OPINION

Burns Surveying LLC (Surveying), a registered professional land surveyor, obtained a

dismissal without prejudice against Robert H. Burns and Jacob G. Pleasant because they were

required to file a certificate of merit contemporaneously with their petition but failed to do so.

See TEX. CIV. PRAC. & REM. CODE ANN. § 150.002 (Supp.). Burns and Pleasant revived their

dismissed causes of action by filing an amended petition in the same action, this time with a

certificate of merit. Surveying moved to dismiss the amended petition under Section 150.002 of

the Texas Civil Practice and Remedies Code, but the trial court denied its motion. Because we

find that Surveying was entitled to dismissal of the action under Section 150.002, we reverse the

trial court’s decision and render judgment dismissing Burns’s and Pleasant’s claims against

Surveying in this cause.

I. Factual Background

Burns and Pleasant purchased property from Fieldside Development LLC, which

provided them with a survey of the purchased property. Burns and Pleasant alleged that, after

the sale, Fieldside informed them that the original survey was incorrect and would be corrected.

After Surveying conducted a new survey, Burns and Pleasant sued it and others in relation to the

provision of professional services. Burns and Pleasant alleged that Surveying trespassed on their

property to conduct the survey and were negligent because it failed to perform the survey in

accordance with their instructions.

2
It is undisputed that Burns and Pleasant did not attach a certificate of merit to their

original petition. Accordingly, Surveying filed a motion to dismiss Burns’s and Pleasant’s

claims against it pursuant to Section 150.002.

The penalty for failing to attach a certificate of merit is spelled out straightforwardly in

Section 150.002(e), which states, “A claimant’s failure to file the affidavit in accordance with

this section shall result in dismissal of the complaint against the defendant. This dismissal may

be with prejudice.” TEX. CIV. PRAC. & REM. CODE ANN. § 150.002(e); see Pedernal Energy,

LLC v. Bruington Eng’g, Ltd., 536 S.W.3d 487, 492 (Tex. 2017) (“Section 150.002(e) is

comprised of two straightforward sentences . . . .”). Because dismissal was mandatory, the trial

court dismissed “all claims and causes of action in the above-styled and numbered cause” against

Surveying without prejudice on July 15, 2024. See LaLonde v. Gosnell, 593 S.W.3d 212, 218,

228 (Tex. 2019) (dismissal under Section 150.002 is mandatory when the issue is not waived).

Thus, Burns and Pleasant filed an amended petition removing Surveying as a defendant

and continued to litigate their claims against other defendants. But, on August 12, 2024, Burns

and Pleasant filed a second amended petition in the same cause number that added Surveying

back as a defendant for claims of trespass, negligence, and negligent misrepresentation in its

performance of the land survey. This time, Burns and Pleasant attached a certificate of merit

from Larry Busby. Surveying again moved to dismiss the claims in the amended petition,

arguing that Burns and Pleasant were required to file the certificate of merit with their first-filed

petition, but had not done so, and were now seeking to revive their previously dismissed causes

of action through amendment. Even so, the trial court denied Surveying’s motion to dismiss,

3
prompting this interlocutory appeal. See TEX. CIV. PRAC. & REM. CODE ANN. § 150.002(f)

(providing the right of interlocutory appeal).

II. Standard of Review

We review a trial court’s order on a motion to dismiss under Section 150.002 for abuse of

discretion. TRW Eng’rs, Inc. v. Hussion St. Bldgs., LLC, 608 S.W.3d 317, 319 (Tex. App.—

Houston [1st Dist.] 2020, no pet.); see Pedernal Energy, 536 S.W.3d at 493–95. However, we

construe Section 150.002’s statutory language de novo using the well-known rules and principles

discussed by Pedernal Energy. Pedernal Energy, 536 S.W.3d at 491. “A court abuses its

discretion if it fails to analyze or apply the law correctly,” TRW Eng’rs, 608 S.W.3d at 319, and

when it “make[s] decisions in an arbitrary or unreasonable manner, without reference to guiding

rules or principles,” id. (quoting Pedernal Energy, 536 S.W. 3d at 492).

III. Analysis

As applicable here, Section 150.002(a) states, “any action . . . for damages arising out of

the provision of professional services by a licensed or registered professional” requires a plaintiff

“to file with the complaint an affidavit of a third-party . . . registered professional land surveyor.”

TEX. CIV. PRAC. & REM. CODE ANN. § 150.002(a). The term “‘[c]omplaint’ means any petition

or other pleading which, for the first time, raises a claim against a licensed or registered

professional for damages arising out of the provision of processional services.” TEX. CIV. PRAC.

& REM. CODE ANN. § 150.001(1-b) (Supp.) (emphasis added).

Burns’s and Pleasant’s original petition raised claims against Surveying, a registered

professional land surveyor, for the provision of professional services. That required their

4
petition to be accompanied by a certificate of merit. See TEX. CIV. PRAC. & REM. CODE ANN.

§ 150.001(1-c) (Supp.). Because they did not comply, the trial court dismissed all of Burns’s and

Pleasant’s claims and causes of action. Where, as here, “a trial court chooses to dismiss a

complaint without prejudice, and a plaintiff files a new action which includes the appropriate

certificates of merit with the first-filed petition in that action, the plaintiff has complied with the

statute.” Barron, Stark & Swift Consulting Eng’rs, LP v. First Baptist Church, Vidor, 551

S.W.3d 320, 324 (Tex. App.—Beaumont 2018, no pet.). Here, Burns and Pleasant did not file a

new action. As a result, the question becomes whether Burns and Pleasant could avoid the filing

of a new action in favor of filing an amended complaint in the same action.

Burns and Pleasant cite to the San Antonio Court of Appeals’ recent determination that a

party can simply amend its pleadings to cure a dismissal under Section 150.002(e), but the Texas

Supreme Court has granted a petition for review on this issue and has yet to issue its opinion.

Studio E. Architecture & Interiors, Inc. v. Lehmberg, 690 S.W.3d 725, 728–29 (Tex. App.—

San Antonio 2024, pet. granted).1 In any case, we find that existing Texas Supreme Court

precedent and the statutory language control the determination of this issue.

The Texas Supreme Court has already determined that “failure to file a certificate of

merit with the original petition cannot be cured by amendment.” Pedernal Energy, 536 S.W.3d

at 494 (quoting Crosstex Energy Servs., L.P. v. Pro Plus, Inc., 430 S.W.3d 384, 395 (Tex.

2014)); see TRW Eng’rs, Inc., 608 S.W.3d at 324. Until told otherwise, we are bound to follow

1
See also Miramar Petroleum, Inc. v. Cimarron Eng’g, LLC, 484 S.W.3d 214, 215, 218 (Tex. App.—Corpus Christi–
Edinburg 2016, pet. denied); Macina, Bose, Copeland & Assocs. v. Yanez, No. 05-17-00180-CV, 2017 WL 4837691,
at *3 (Tex. App.—Dallas Oct. 26, 2017, pet. dism’d) (mem. op.).
5
that precedent. Moreover, the statutory language dictates the result reached in Pedernal and

Crosstex.

Section 150.001(1-b) of the Texas Civil Practice and Remedies Code contains a specific

and unique definition of the term “[c]omplaint,” which compels only one result. TEX. CIV. PRAC.

& REM. CODE ANN. § 150.001(1-b). The term is defined as a petition “which, for the first time

raises a claim against a . . . registered professional.” Id. The statutory scheme calls that a

“contemporaneous filing requirement.” TEX. CIV. PRAC. & REM. CODE ANN. §150.002(c). In

each action, there can be only one petition that raises claims against a particular registered

professional defendant for the first time. As a result, a certificate of merit “must be filed with the

first-filed complaint raising the claim ‘for damages arising out of the provision of professional

services by the licensed or registered professional.’” In re Channelview Flooding Litig., No. 01-

22-00946-CV, 2024 WL 5249085, at *4 (Tex. App.—Houston [1st Dist.] Dec. 31, 2024, pet.

denied) (mem. op.) (quoting TEX. CIV. PRAC. & REM. CODE ANN. § 150.002(a)); see TIC N. Cent.

Dallas 3, L.L.C. v. Envirobusiness, Inc., 463 S.W.3d 71, 76 (Tex. App.—Dallas 2014, pets.

denied); AMEC Foster Wheeler USA Corp. v. Goats, No. 09-18-00477-CV, 2019 WL 3949466,

at *3, 5 (Tex. App.—Beaumont Aug. 22, 2019, no pet.) (mem. op.); see also Carlson, Brigance

& Doering, Inc. v. Compton, Nos. 03-19-00954-CV, 03-19-00955-CV, 03-19-00956-CV & 03-

19-00957-CV, 2020 WL 7233612, at *4 (Tex. App.—Austin Dec. 8, 2020, pets. denied) (mem.

op.). Had the legislature wished to allow the refiling of an amended complaint to cure the

deficiency, it easily could have done so. Instead, it made clear that a party who does not comply

with the contemporaneous filing requirement faces mandatory “dismissal of the complaint

6
against the defendant.” TEX. CIV. PRAC. & REM. CODE ANN. § 150.002(e). The remaining

litigation in the action continues if there are multiple defendants.

As aptly explained by the Fort Worth Court of Appeals in relation to Section 150.002,

A dismissal with prejudice is an adjudication of the parties’ rights; a dismissal
without prejudice is not. In re Dep’t of Family & Protective Servs., 273 S.W.3d
637, 653
(Tex. 2009) (orig. proceeding) [superceded by statute on other grounds
as noted by In re G.X.H., 627 S.W.3d 288, 295 (Tex. 2021)]. That is, a dismissal
with prejudice operates as res judicata to bar the dismissed claims. See, e.g.,
Travelers Ins. Co. v. Joachim, 315 S.W.3d 860, 865–66 (Tex. 2010). But a
dismissal without prejudice means that the same claims may be refiled in an
entirely new cause. Cruz v. Morris, 877 S.W.2d 45, 47 (Tex. App.—Houston
[14th Dist.] 1994, no writ) (explaining that “[a]ny dismissal order stating it is
without prejudice to refile refers to refiling in a new cause of action, not simply
filing an amended petition within the same cause”).

CTL/Thompson Tex., LLC v. Starwood Homeowner’s Ass’n, Inc., 461 S.W.3d 627, 630 (Tex.

App.—Fort Worth 2015, pet. denied) (second alteration in original).

The Texas Supreme Court’s finding that subsequent amendment will not cure a Section

150.002 deficiency in Crosstex is sound. Crosstex Energy Servs, 430 S.W.3d at 395. There is

only one first-filed petition against a particular professional in each action. Here, it was the

original petition. Because Burns and Pleasant did not comply with Section 150.002’s

requirement to file a certificate of merit in their first-filed petition, they did not meet the

contemporaneous filing requirement. As a result, Surveying was entitled to dismissal of the

second amended petition against it.

7
IV. Conclusion

We reverse the trial court’s judgment and render judgment dismissing Burns’s and

Pleasant’s claims against Surveying in this action, without prejudice.

Scott E. Stevens
Chief Justice

Date Submitted: January 27, 2026
Date Decided: March 20, 2026

8

Named provisions

Certificate of Merit

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Last updated

Classification

Agency
TX Courts
Filed
March 20th, 2026
Instrument
Enforcement
Legal weight
Binding
Stage
Final
Change scope
Substantive
Document ID
No. 06-25-00092-CV
Docket
06-25-00092-CV

Who this affects

Applies to
Legal professionals
Industry sector
5411 Legal Services
Activity scope
Malpractice Litigation
Geographic scope
Texas US-TX

Taxonomy

Primary area
Judicial Administration
Operational domain
Legal
Topics
Professional Licensing Civil Procedure

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